Smarter CRM. Stronger Relationships. Real Results.
Your CRM in this world of marketing tools and platforms should be more than a simple contact storage system. It should drive growth. And while we can help you set up a system at CXM, we go one step further and build a smart CRM strategy for you that unifies your sales, marketing, and customer service.
CRM is not a tool, but your business brain. It takes care of lead capture, marketing follow ups all the way to and including the final conversion, while making it easy and precise to track, nurture and convert your prospects.
What We Do
We aren’t throwing software at your team. We are here to clear the path of architecting clarity, connection, and conversion into your customer journey.
CRM Strategy and Planning
No business has a unique playbook. We assess your current setup, your business goals and your customer lifecycle to create a custom CRM action plan.
Tech Stack Setup & Integration
Whether it’s HubSpot, Zoho or something else, we will help you choose the right CRM and plug it into your marketing tools, analytics and workflows without a hassle.
Sales & Marketing Automation
Why do it manually? We automate your outreach from welcome emails, lead scoring and pipeline tracking so that your team continues to focus on what matters.
Performance Dashboards & Insights
We turn data into decisions. Be able to get real time reporting, campaign insight and customer behavior data to help you iterate fast and stay ahead.
Lead Journey Mapping & Nurture Funnels
What we don’t hand you is just a system, we build entire customer journeys. We help you keep you leads warm and loyal from first click to final sale.
About the Ongoing Support
Ensure your CRM continues to deliver results with regular updates, training, and performance optimization tailored to your evolving business needs.
Who Needs Marketing CRM consulting services
Marketing consulting services are essential for businesses of all sizes looking to improve their brand presence, attract more customers, and increase revenue. Startups can benefit from expert guidance to establish their market position, while small and medium-sized enterprises (SMEs) can leverage these services to scale effectively and compete with larger players. Established companies often turn to marketing consultants to refresh their strategies, enter new markets, or tackle specific challenges like declining sales or digital transformation.
Additionally, individuals like solopreneurs, freelancers, and influencers can use marketing consulting to build their personal brands and grow their audience. Whether you’re launching a new product, optimizing campaigns, or redefining your brand, marketing consultants offer the expertise and strategies needed to achieve your goals.
A Customized CRM Approach for Your Business
Partner with an expert marketing consultant to create tailored strategies that drive growth, increase visibility, and maximize your ROI. Whether you’re a startup or an established business, we’ll help you navigate the complexities of modern marketing with ease.
From identifying your target audience to executing data-driven campaigns, we ensure every step aligns with your goals. Our proven methods are designed to deliver measurable outcomes and long-term success. Let us help you transform challenges into opportunities for growth.
Gain a deeper understanding of your customers with detailed data on their preferences, interactions, and behaviors, enabling personalized marketing strategies.
Automate lead tracking, follow-ups, and sales processes to improve team productivity and convert more prospects into loyal customers.
Enhance customer experience with personalized engagement, timely communication, and proactive support to foster long-term loyalty.
Utilize real-time analytics and reports to make informed marketing and sales decisions, improving overall business performance.
Our CRM Consultation Process
Maximize your CRM’s potential with a streamlined process tailored to your business needs.
Discovery & Analysis
We assess your business needs, identify challenges, and develop a CRM strategy aligned with your goals.
Implementation & Integration
Seamlessly integrate the CRM into your existing systems while ensuring smooth data migration and workflow automation.
CRM Selection & Customization
Choose the right CRM for your business, and customize it with automation, reporting, and tailored solutions.
Training & Support
Empower your team with hands-on training, ongoing support, and optimization strategies for long-term success.
Comprehensive CRM Training and Ongoing Support
Empower your team with the knowledge and tools to maximize your CRM’s potential. Our expert-led training ensures seamless adoption and long-term success.
User-Friendly Training Modules
Step-by-step guidance to help your team master CRM features and functionalities.
Regular System Updates
Stay ahead with the latest CRM updates, integrations, and security enhancements.
Personalized Support
Dedicated assistance to resolve issues and optimize CRM performance.
Scalability
Adapt and grow your CRM as your business evolves with expert recommendations.
Testimonials
Ready to Get More From Your CRM?
We need to create a marketing engine that captures leads, but does more than that, turns them into loyal customers. Don’t count your chickens before they hatch with your CRM. Book a free consultation today and find out how your CRM can finally work for you.